SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
This Quarter Est. Return
1 Year Est. Return
+23.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.78B
AUM Growth
-$340M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,613
New
Increased
Reduced
Closed

Top Buys

1
+$80.7M
2
+$14.5M
3
+$6.25M
4
SPOT icon
Spotify
SPOT
+$4.37M
5
INTU icon
Intuit
INTU
+$3.47M

Top Sells

1
+$25M
2
+$23.6M
3
+$23.1M
4
AAPL icon
Apple
AAPL
+$23M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$22.7M

Sector Composition

1 Technology 15.45%
2 Financials 5.07%
3 Consumer Discretionary 4.91%
4 Communication Services 4.74%
5 Healthcare 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$21.1M 0.76%
119,413
-1,790
27
$21.1M 0.76%
27,265
-6,530
28
$20.8M 0.75%
141,095
-33,959
29
$20M 0.72%
35,206
-16,533
30
$19.9M 0.72%
148,125
-35,737
31
$19.6M 0.71%
419,693
-55,351
32
$19.1M 0.68%
52,773
-14,027
33
$19M 0.68%
66,519
-32,643
34
$18.8M 0.67%
68,195
-2,922
35
$17.2M 0.62%
30,990
-7,638
36
$17M 0.61%
288,779
-392,252
37
$16.7M 0.6%
248,866
+487
38
$15.9M 0.57%
325,146
+44,842
39
$15.7M 0.56%
124,180
+5,064
40
$15.7M 0.56%
88,478
-10,056
41
$15.6M 0.56%
269,687
-68,364
42
$14.6M 0.52%
30,023
-9,404
43
$14.5M 0.52%
+284,771
44
$14.4M 0.52%
40,678
-21,613
45
$13.9M 0.5%
151,634
-49,680
46
$13.7M 0.49%
140,278
-8,742
47
$13.6M 0.49%
233,581
-67,282
48
$13.5M 0.48%
318,192
+988
49
$12.6M 0.45%
140,465
-5,964
50
$12.2M 0.44%
24,372
-6,010
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